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993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-30 |
Branch Locations
993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Investment Management, Lp | W Conshohocken | PA | 04/2015 | 04/2018 |
| Legacy Advisors, Llc | Plymouth Meeting | PA | 04/2018 | 03/2022 |
| M Holdings Securities, Inc. | Portland | OR | 04/2018 | 03/2022 |
| Yieldx Securities, Llc | Exton | PA | 03/2022 | 08/2022 |
| Yieldx Advisers, Llc | Exton | PA | 03/2022 | 08/2022 |
| Lnw Wealth Management, Llc | Seattle | WA | 08/2022 | 04/2025 |
| Kathmere Capital Management, Llc | Wayne | PA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-07 |
| S66 | Uniform Combined State Law Examination | 2011-05-09 |
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